Vice President, Product Strategy & Strategic Partnerships

📍 Job Overview

Job Title: Vice President, Product Strategy & Strategic Partnerships

Company: Banyan Software (Loan Vision Portfolio)

Location: United States

Job Type: Full-Time

Category: Product Strategy & Operations / Strategic Partnerships

Date Posted: June 03, 2026

Experience Level: 10+ Years

Remote Status: Fully Remote (United States)

🚀 Role Summary

• Lead the definition and execution of Loan Vision's long-term product vision, strategy, and innovation roadmap, with a strong emphasis on AI-enabled solutions and intelligent automation.

• Drive the development and growth of Loan Vision's strategic partnerships ecosystem, evaluating 'Buy, Build, Partner' opportunities to enhance product capabilities and expand market reach.

• Provide executive leadership and mentorship to the Product Management function, establishing and refining best practices, governance, and prioritization frameworks to ensure disciplined execution.

• Serve as the primary executive voice of the customer, translating market insights and customer needs into actionable product strategy and driving customer-centric innovation.

📝 Enhancement Note: This role is a critical executive position within Loan Vision, a Banyan Software portfolio company, focusing on product and market strategy. The emphasis on AI, Microsoft Dynamics 365 Business Central, and strategic partnerships indicates a need for a leader who can blend deep technical understanding with high-level business acumen and operational discipline. The "Buy, Build, Partner" framework highlights a strategic approach to growth beyond internal development.

📈 Primary Responsibilities

• Define, articulate, and own the overarching product vision, strategy, and multi-year roadmap for Loan Vision, ensuring alignment with company objectives and market opportunities.

• Lead portfolio prioritization across core product enhancements, new feature development, strategic investments, and customer-centric innovation initiatives, including AI and intelligent automation.

• Establish and optimize product management frameworks, governance processes, prioritization methodologies, and best practices to ensure efficient and effective product lifecycle management.

• Drive the identification, negotiation, and management of strategic technology partnerships, fostering an ecosystem that enhances product capabilities and expands customer value.

• Act as the executive sponsor for Loan Vision's AI strategy, guiding the integration of AI-driven capabilities and intelligent automation into the product suite.

• Cultivate strong relationships with key stakeholders, including Development, Customer Success, Sales, and Executive Leadership, ensuring seamless collaboration and alignment on product initiatives.

• Serve as the executive voice of the customer, leading Product Advisory Board initiatives and customer feedback programs to gather insights and inform product strategy.

• Monitor industry trends, competitive landscapes, and emerging technologies to identify new market opportunities and inform strategic product decisions.

• Partner closely with the COO & General Manager and Executive Leadership Team on strategic planning, investment decisions, and resource allocation for product development.

• Present product strategy, roadmap updates, business cases, and performance metrics to executive stakeholders and the board of directors.

📝 Enhancement Note: The responsibilities clearly indicate a strategic, leadership role requiring significant cross-functional influence and decision-making power. The emphasis on "AI strategy," "Buy, Build, Partner," and "Product Advisory Board" points to a forward-thinking approach to product development and ecosystem growth, relevant for senior operations and strategy leaders.

🎓 Skills & Qualifications

Education:

Experience:

• 10+ years of progressive Product Management leadership experience, with a substantial portion in senior or executive roles.

• Demonstrated success leading and developing Product Management teams, Product Owners, or entire Product organizations.

Required Skills:

• Product Strategy & Vision: Ability to define and articulate a compelling long-term product vision and strategy.

• Roadmap Planning & Execution: Expertise in developing and managing product roadmaps, prioritizing features, and ensuring successful delivery.

• Portfolio Management: Skill in balancing multiple product initiatives, investments, and opportunities based on strategic objectives.

• Executive Leadership & Communication: Strong ability to lead teams, influence stakeholders, and present complex strategies to executive audiences.

• Enterprise Software/SaaS: Deep understanding of developing and bringing to market enterprise-level software or SaaS solutions.

• Product Management Frameworks: Experience implementing and refining formal product management frameworks, governance, and prioritization methodologies.

• Commercial Acumen: Understanding of market dynamics, competitive positioning, and business objectives to drive product success.

Preferred Skills:

• Microsoft Dynamics 365 Business Central: Deep functional and strategic knowledge of this specific ERP platform.

• Microsoft Dynamics Ecosystem: Familiarity with other Dynamics products (e.g., CRM, Finance & Operations) and their integration.

• ERP Software Leadership: Experience leading product strategy for other major ERP systems.

• Financial Systems/Fintech: Domain expertise in financial software, accounting platforms, or fintech solutions.

• Strategic Partnerships: Proven ability to identify, negotiate, and manage technology partnerships.

• AI Strategy & Implementation: Experience leading product initiatives involving Artificial Intelligence or intelligent automation.

• Mortgage Banking Industry: Specific knowledge of the mortgage lending process, loan origination, accounting, and related technologies.

• Product Advisory Boards: Experience establishing and leading customer advisory boards to gather strategic product input.

• Buy, Build, Partner Strategy: Experience evaluating and executing on these different growth and development strategies.

📝 Enhancement Note: The "Required" skills emphasize leadership and core product strategy competencies, while "Strongly Preferred" skills highlight specific technical and domain expertise crucial for success in this role, particularly within the Microsoft Dynamics ecosystem and the financial/mortgage sector. The "Preferred" skills offer further specialization opportunities.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• Demonstrate a portfolio showcasing successful product strategy development and execution, including clear articulation of product vision, strategic rationale, and roadmap alignment.

• Provide examples of portfolio management decisions, illustrating how trade-offs were made between core enhancements, new opportunities, and strategic investments.

• Showcase experience in establishing and refining product management governance, prioritization frameworks, and decision-making processes.

Process Documentation:

• Present documentation or examples of product lifecycle management processes, from ideation and requirements gathering through to launch and post-launch analysis.

• Detail experience in implementing and managing product roadmaps, backlogs, and release planning cycles, emphasizing efficiency and strategic alignment.

• Illustrate how customer feedback mechanisms (e.g., advisory boards, user testing) were integrated into product development workflows.

• Provide insights into how AI strategy and intelligent automation initiatives were planned, prioritized, and integrated into product development processes.

📝 Enhancement Note: For this senior role, the portfolio should focus on strategic impact and process leadership rather than granular feature execution. Emphasis should be on the 'why' and 'how' of product strategy, partnership development, and team management, supported by evidence of successful outcomes and established operational discipline.

💵 Compensation & Benefits

Salary Range:

Benefits:

Working Hours:

• 40 hours per week (standard full-time). Given the "Remote – US" designation, flexibility may be offered around specific daily hours, but a commitment to core business hours and team collaboration is expected.

📝 Enhancement Note: The stated salary range is a base salary. The "Comprehensive Benefits Package" is a standard offering for executive roles in the US. The remote nature implies a need for strong self-management and communication skills to maintain productivity and collaboration within standard working hours. The salary range is competitive for a VP-level role in the US tech sector, but specific location within the US could influence its relative value regarding cost of living.

🎯 Team & Company Context

🏢 Company Culture

Industry: Software, Technology, Financial Services (specifically mortgage banking technology). Banyan Software operates across various specialized industries, with Loan Vision focusing on mortgage banking.

Company Size: Banyan Software operates more than 100 portfolio companies. Loan Vision itself serves over 200 mortgage banking organizations. Banyan Software is recognized as a five-time Inc. 5000 honoree and a top 10 company on the Deloitte Technology Fast 500, indicating significant growth and scale. Banyan Software is Great Place to Work Certified.

Founded: Banyan Software was founded in 2016. Loan Vision is a portfolio company under Banyan's umbrella.

Team Structure:

• The Vice President, Product Strategy & Strategic Partnerships will lead the Product Management function, implying direct management of Product Managers and potentially Product Owners.

• This role will report to senior leadership within Loan Vision, likely the COO & General Manager, and will collaborate extensively with other executive team members (Sales, Customer Success, Development, Marketing).

Methodology:

• Data-Driven Decision Making: Loan Vision emphasizes AI-driven solutions and operational discipline, suggesting a strong reliance on data analytics for product decisions and performance measurement.

• Customer-Centric Innovation: The role requires translating customer needs and market insights into product strategy, indicating a focus on user value and market demand.

• Agile Product Development: While not explicitly stated, the mention of roadmap planning, backlog strategy, and release planning suggests an agile or hybrid agile approach to product development.

• Strategic Partnerships: A formal "Buy, Build, Partner" strategy indicates a structured approach to ecosystem development.

Company Website: https://www.banyansoftware.com/ (for Banyan Software); https://loanvision.com/ (for Loan Vision)

📝 Enhancement Note: Banyan Software's culture appears to be growth-oriented, data-informed, and focused on building and acquiring specialized software businesses. Loan Vision, as a portfolio company, likely benefits from Banyan's operational discipline and AI expertise while maintaining its specific industry focus. The "Great Place to Work Certified" status suggests a positive employee experience.

📈 Career & Growth Analysis

Operations Career Level: This is a senior executive-level role (Vice President) within Product Strategy and Partnerships, indicating a high degree of autonomy, responsibility, and strategic influence. It's a leadership position responsible for setting direction and managing a critical function.

Reporting Structure: The VP will likely report to the COO & General Manager of Loan Vision. They will also work closely with the broader Executive Leadership Team of Loan Vision and potentially have touchpoints with Banyan Software's central strategy or product teams.

Operations Impact: The role is central to Loan Vision's future growth and market positioning. Success here directly impacts revenue through product innovation, market expansion via partnerships, and operational efficiency through AI-driven solutions. The decisions made will shape the company's competitive advantage and long-term viability.

Growth Opportunities:

• Executive Leadership Advancement: Potential to move into higher executive roles within Loan Vision or other Banyan Software portfolio companies, or even at Banyan Software itself.

• Strategic Influence: Opportunity to shape the future of a leading software product in the mortgage banking industry and contribute significantly to Banyan's overall growth strategy.

• AI & Innovation Leadership: Develop expertise and a reputation for leading AI-driven product transformations in specialized enterprise software markets.

• Partnership Ecosystem Building: Gain extensive experience in building and managing complex strategic technology partnerships, a highly valuable skill set.

• Mentorship & Team Development: Opportunity to build and mentor a high-performing product management team.

📝 Enhancement Note: This role offers significant growth potential for a product leader looking to make a strategic impact within a growing software portfolio. The emphasis on AI and strategic partnerships provides avenues for developing cutting-edge skills and leadership experience.

🌐 Work Environment

Office Type: Fully Remote (United States). This indicates a distributed workforce where collaboration occurs primarily through digital channels.

Office Location(s): While the role is remote, Loan Vision is headquartered in Atlanta, and Banyan Software is also headquartered in Atlanta. This may indicate the existence of physical offices or hubs where some employees may choose to work or where future team gatherings might occur.

Workspace Context:

• Collaborative Digital Environment: Expect to use a variety of collaboration tools (e.g., Slack, Microsoft Teams, Zoom) for communication, meetings, and project coordination.

• Technology Stack: Access to robust CRM, project management, and product development tools will be essential. Loan Vision's reliance on Microsoft Dynamics 365 Business Central suggests a Microsoft-centric technology environment.

• Team Interaction: Regular virtual team meetings, one-on-ones, and cross-functional syncs will be crucial for maintaining alignment and fostering a strong team dynamic.

Work Schedule: A standard 40-hour work week is expected. While remote work offers flexibility, adherence to core business hours for team collaboration and responsiveness is generally required. Time zone coordination across the US will be a factor.

📝 Enhancement Note: The fully remote nature requires a high degree of self-discipline, proactive communication, and comfort with digital collaboration tools. The company culture, as indicated by Banyan's Great Place to Work certification, likely supports a positive and productive remote work experience.

📄 Application & Portfolio Review Process

Interview Process:

• Initial Screening: A review of your resume and application for alignment with the required experience and preferred qualifications, particularly focusing on product strategy, leadership, and relevant industry/technology experience.

• Hiring Manager Interview: Likely with the COO & General Manager or another senior executive, focusing on strategic thinking, leadership philosophy, and alignment with Loan Vision's mission. Expect questions about your approach to product strategy, partnership development, and team leadership.

• Panel Interviews: Interviews with key stakeholders from Development, Sales, Customer Success, and potentially other Product leaders. These will assess cross-functional collaboration skills, domain knowledge, and how you approach problem-solving.

• Case Study/Presentation: A common element for VP-level roles. You may be asked to prepare a presentation on a strategic topic (e.g., product roadmap for a new market, partnership strategy for a specific technology, AI integration plan) demonstrating your strategic thinking, analytical skills, and communication abilities.

• Executive/Final Interview: A final conversation with top-level executives, potentially including Banyan Software leadership, to assess overall fit, strategic vision, and long-term potential.

Portfolio Review Tips:

• Focus on Strategic Impact: Highlight your role in defining product vision, strategy, and roadmaps that drove significant business outcomes (revenue growth, market share, cost savings).

• Quantify Achievements: Use metrics whenever possible to demonstrate the impact of your product strategies and partnership initiatives (e.g., "Increased ARR by X%", "Grew partner-influenced revenue by Y%", "Reduced time-to-market for Z feature by W%").

• Showcase Partnership Success: Include examples of strategic partnerships you've initiated or managed, detailing the value proposition, negotiation process, and business results.

• Demonstrate Leadership: Provide examples of how you've built, mentored, and led product management teams, including your approach to process improvement and governance.

• Tailor to Loan Vision: If possible, tailor your portfolio examples to resonate with Loan Vision's context – mortgage banking, Microsoft Dynamics, AI, and enterprise SaaS.

Challenge Preparation:

• Strategic Thinking: Be prepared to discuss market trends, competitive strategies, and how you would approach defining a product roadmap or partnership strategy for a company like Loan Vision.

• AI & Innovation: Articulate your vision for leveraging AI in enterprise software and how you would assess and integrate new technologies.

• Partnership Evaluation: Practice discussing how you would evaluate potential strategic partners, structure deals, and manage those relationships for mutual benefit.

• Leadership Scenarios: Prepare for questions about managing underperforming team members, resolving cross-functional conflicts, and driving consensus among senior stakeholders.

📝 Enhancement Note: The interview process for a VP role is rigorous and designed to assess strategic capability, leadership potential, and alignment with company objectives. A well-curated portfolio that clearly demonstrates strategic impact and leadership is crucial.

🛠 Tools & Technology Stack

Primary Tools:

• Product Management Platforms: Tools like Jira, Aha!, Productboard, or similar for roadmap planning, backlog management, and feature prioritization.

• Collaboration Suites: Microsoft Teams, Slack, Google Workspace for communication and collaboration.

• CRM Systems: Salesforce, Microsoft Dynamics 365 Sales for understanding customer interactions and sales pipelines.

Analytics & Reporting:

• Business Intelligence Tools: Tableau, Power BI (especially relevant given Microsoft ecosystem), Looker for data analysis and dashboard creation.

• Product Analytics Tools: Mixpanel, Amplitude, or similar for tracking user behavior within the product.

• Reporting Tools: Excel, Google Sheets for ad-hoc analysis and reporting.

CRM & Automation:

• Microsoft Dynamics 365 Business Central: This is a core ERP platform for Loan Vision, so deep familiarity is strongly preferred. Understanding its capabilities, integration points, and ecosystem is key.

• Microsoft Dynamics 365 (other modules): Familiarity with Sales, Customer Service, or Finance & Operations modules would be beneficial.

• Automation Tools: Experience with workflow automation within ERPs or business applications.

• Integration Tools: Understanding of APIs and middleware for connecting different software systems.

📝 Enhancement Note: The strong preference for Microsoft Dynamics 365 Business Central is a critical technical requirement. A candidate's ability to leverage the Microsoft ecosystem and integrate various business applications will be highly valued.

👥 Team Culture & Values

Operations Values:

• Innovation & AI Adoption: A forward-thinking approach, embracing AI and intelligent automation to drive product value and operational efficiency.

• Customer Focus: Deep commitment to understanding and serving customer needs, translating insights into impactful product solutions.

• Discipline & Execution: A culture of accountability, process rigor, and consistent delivery on product commitments.

• Collaboration & Transparency: Open communication and strong partnerships across departments to achieve shared goals.

• Growth Mindset: Continuous learning, adaptability, and a drive to improve products, processes, and team capabilities.

Collaboration Style:

• Cross-functional Integration: The role requires seamless collaboration with Development, Sales, Marketing, and Customer Success teams, ensuring product strategy is well-understood and executed across the organization.

• Data-Informed Discussions: Expect discussions to be backed by data, market analysis, and customer feedback, fostering a rational and objective decision-making environment.

• Executive Alignment: A proactive approach to engaging with executive leadership, seeking alignment, providing strategic input, and reporting on progress.

• Partnership Development: A collaborative approach to building and nurturing relationships with external technology partners.

📝 Enhancement Note: Banyan Software's "Great Place to Work Certified" status suggests a positive and supportive culture. For this VP role, expect a dynamic environment that values strategic thinking, data-driven decisions, and effective collaboration to drive growth in specialized software markets.

⚡ Challenges & Growth Opportunities

Challenges:

• Balancing Innovation with Core Product Needs: Effectively prioritizing investments between cutting-edge AI initiatives and essential enhancements for the core Loan Vision platform.

• Navigating a Complex Ecosystem: Deeply understanding the Microsoft Dynamics ecosystem and identifying strategic partnership opportunities that provide genuine value.

• Driving AI Adoption: Overcoming potential resistance to new AI technologies and ensuring successful integration and adoption by customers.

• Remote Team Leadership: Maintaining strong team cohesion, engagement, and high performance within a fully remote environment.

• Market Evolution: Adapting product strategy to the rapidly changing landscape of mortgage lending and financial technology.

Learning & Development Opportunities:

• Deepening AI Expertise: Opportunity to lead AI product initiatives and become a subject matter expert in applying AI to enterprise software.

• Strategic Partnership Mastery: Developing advanced skills in identifying, negotiating, and managing high-impact technology partnerships.

• Executive Leadership Development: Gaining experience in strategic planning, P&L responsibility (indirectly), and executive-level decision-making within a growing software company.

• Industry Specialization: Becoming a recognized leader in the product strategy of the mortgage banking technology sector.

• Leveraging Banyan's Resources: Access to Banyan's shared AI expertise and operational discipline to enhance product development and company growth.

📝 Enhancement Note: The challenges are typical for a senior product leadership role in a growing tech company, particularly one focused on innovation and strategic expansion. The growth opportunities are substantial, offering a chance to shape a key product and advance one's career significantly.

💡 Interview Preparation

Strategy Questions:

• "How would you approach defining the product strategy for Loan Vision over the next 3-5 years, considering emerging AI trends and the mortgage banking market?" (Focus on your framework, market analysis, and prioritization process.)

• "Describe your experience with 'Buy, Build, Partner' strategies. How would you evaluate potential technology partners for Loan Vision, and what criteria would you use?" (Highlight your analytical approach and negotiation experience.)

Company & Culture Questions:

• "What excites you about Loan Vision and its position in the mortgage banking industry?" (Show genuine interest and understanding of their market.)

• "How do you foster a culture of innovation and customer-centricity within a product team, especially in a remote setting?" (Demonstrate your leadership style and team-building approach.)

Portfolio Presentation Strategy:

• Structure: Organize your presentation logically, perhaps by strategic initiative, partnership deal, or product lifecycle phase. Start with the strategic objective, outline your approach and actions, and conclude with measurable outcomes.

• Quantify Impact: Use clear, concise data points to illustrate the success of your initiatives. For partnerships, detail how they contributed to revenue, market expansion, or product enhancement.

• Storytelling: Frame your examples as compelling narratives that highlight problem, solution, action, and result. Explain the 'why' behind your decisions.

• Relevance: Whenever possible, draw parallels to Loan Vision's market, technology (Microsoft Dynamics), and strategic goals. Demonstrate foresight and understanding of their unique challenges and opportunities.

📝 Enhancement Note: Prepare specific, data-backed examples that showcase your strategic thinking, leadership capabilities, and experience in relevant domains (enterprise software, AI, partnerships). Tailor your responses to align with Banyan Software's stated mission and values.

📌 Application Steps

To apply for this operations position:

• Submit your application through the provided Greenhouse link.

• Tailor your Resume: Optimize your resume to highlight your 10+ years of product leadership experience, strategic planning expertise, partnership development successes, and any experience with Microsoft Dynamics 365 Business Central, ERP systems, financial software, or AI initiatives. Quantify your achievements with specific metrics.

• Prepare Your Portfolio: Curate a selection of your strongest work that demonstrates your strategic thinking, product roadmap development, partnership management, and leadership capabilities. Be ready to discuss specific case studies that showcase your impact.

• Research Loan Vision & Banyan Software: Deeply understand Loan Vision's product, target market (mortgage banking), and competitive landscape. Familiarize yourself with Banyan Software's mission, values, and portfolio approach, particularly their emphasis on AI and operational discipline.

• Practice Interview Responses: Prepare for common VP-level interview questions, focusing on strategic problem-solving, leadership scenarios, and your vision for product and partnerships in the context of Loan Vision.

⚠️ Important Notice: This enhanced job description includes AI-generated insights and operations industry-standard assumptions. All details should be verified directly with the hiring organization before making application decisions.